Senior Wealth Advisor for High-Net-Worth Tax & Planning

Empirical Wealth Management; Fort Worth (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical (HSA & FSA)

Vision & Dental 100% paid

Disability Insurance 100% paid

Job summary

Empirical Wealth Management is seeking experienced, driven Financial Advisors to join our fast-growing firm. You will provide high-level, coordinated advice across investments, taxes and estate planning for high-net-worth clients.

Responsibilities include onboarding new clients, servicing existing relationships, and collaborating with CFAs, CPAs and JDs to deliver comprehensive financial plans. Fort Worth, TX office.

Qualifications

• Four-year degree and CFP designation are required.
• 7+ years in financial and/or estate planning work.
• Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.
• Unquestioned commitment to integrity in personal and professional activities.
• Highly motivated with ability to function well in a fast-paced environment.
• Self-starter by nature.
• Excellent organizational, leadership, communication and presentation skills.
• Able to manage heavy workloads and projects, many on a time-sensitive basis.

Responsibilities

• Onboard new clients and service existing clients.
• Demonstrate proficiency in sales and integrate the advice of CFAs, CPAs and JDs into client relationships.
• Grow a high-net-worth client base with assets typically over $3M.

Skills

Leadership

Communication

Presentation skills

Sales experience

Education

Four-year degree

CFP designation

Job description

Empirical Wealth Management is seeking experienced, driven Financial Advisors to join our fast-growing firm. You will provide high-level, coordinated advice across investments, taxes and estate planning for high-net-worth clients.

Responsibilities include onboarding new clients, servicing existing relationships, and collaborating with CFAs, CPAs and JDs to deliver comprehensive financial plans. Fort Worth, TX office.